Position in FE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$133,121,560
+$17,055,964 QoQ
Shares Held
2,627,745
+1.4% QoQ
Ownership
0.454%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 16%
None 7%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. FE ranks #17 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in FE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,121,560 | 2,627,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $116,065,596 | 2,592,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $120,204,919 | 2,623,416 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,210,223 | 2,414,561 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,136,504 | 2,155,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $80,304,044 | 2,018,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $86,669,345 | 1,954,213 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $72,565,274 | 1,896,140 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $69,202,673 | 1,791,887 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $58,335,259 | 1,591,251 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $57,053,082 | 1,669,195 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $69,195,939 | 1,779,731 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $73,173,272 | 1,826,592 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,250,817 | 1,818,093 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $64,673,114 | 1,747,922 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $67,933,483 | 1,769,562 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $75,615,435 | 1,648,832 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,992,693 | 1,562,700 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $54,659,281 | 1,534,511 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $56,321,093 | 1,513,601 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $51,886,318 | 1,495,714 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $44,263,406 | 1,446,044 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $42,023,630 | 1,463,728 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $57,247,656 | 1,476,216 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $63,203,813 | 1,577,335 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||